Estate Plan Questionnaire (Subscription Attorney LLC)
Please answer the questions the below to save time during our meeting. If you are unsure about any answers, then please put "unsure" or select the answer that you think is correct, and we can always change it after you get the initial draft. This form does not create an attorney-client relationship. If you are not already a client, then consider signing up at https://subscriptionattorney.com.
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Email *
Will Information
Your name:
 *
Your pronouns: *
Your street address: *
Your city: *
Your zip code: *
Are you married? *
If you are married, then state the name of your spouse:
Number of children? *
Children name(s), if applicable:
Number of beneficiaries: *
Name(s) of beneficiaries: *
Specific property/items to give to beneficiaries (list all items and put beneficiary name in parentheses next to the item if multiple beneficiaries): *
How many beneficiaries will receive the remaining value of your estate? *
State percentage of the remaining value of your estate to give to beneficiaries (list name of each beneficiary next to a percentage amount that totals up to 100%): *
Who will be your primary executor/trustee (the person in charge of managing your estate after you are gone)? *
What is your relationship to your primary executor/trustee? *
Who will be your secondary executor/trustee (if you want a third, fourth, etc., then please also state their names here)? *
What is your relationship to your secondary executor/trustee (and third, fourth, etc., if applicable)? *
In the event that your spouse/co-parent predeceases you and any minor children, who will you designated Guardian of the person and estate for those minor children (if no minor children put "N/A")? *
In the event that the primary designated Guardian fails or ceases to act as Guardian for any minor children, who will be designated as the secondary Guardian (if you want a third, fourth, etc., then please also state their names here; or if no minor children put "N/A")?
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